SS
Simplicity Solutions’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.6M | Buy |
14,869
+374
| +3% | +$417K | 0.45% | 38 |
|
|
2023
Q3 | $12M | Sell |
14,495
-1,316
| -8% | -$1.09M | 0.39% | 47 |
|
|
2023
Q2 | $13.7M | Sell |
15,811
-776
| -5% | -$673K | 0.37% | 53 |
|
|
2023
Q1 | $10.6M | Buy |
16,587
+7,422
| +81% | +$4.76M | 0.28% | 71 |
|
|
2022
Q4 | $5.12M | Buy |
9,165
+182
| +2% | +$102K | 0.7% | 14 |
|
|
2022
Q3 | $3.99M | Buy |
8,983
+952
| +12% | +$423K | 0.58% | 26 |
|
|
2022
Q2 | $3.9M | Buy |
8,031
+1,083
| +16% | +$526K | 0.51% | 44 |
|
|
2022
Q1 | $4.38M | Sell |
6,948
-5,686
| -45% | -$3.58M | 0.54% | 37 |
|
|
2021
Q4 | $8.41M | Buy |
12,634
+5,881
| +87% | +$3.91M | 0.94% | 12 |
|
|
2021
Q3 | $3.28M | Buy |
6,753
+854
| +14% | +$414K | 0.5% | 42 |
|
|
2021
Q2 | $2.81M | Buy |
5,899
+816
| +16% | +$389K | 0.56% | 29 |
|
|
2021
Q1 | $2.36M | Sell |
5,083
-125
| -2% | -$57.9K | 0.52% | 37 |
|
|
2020
Q4 | $2.28M | Buy |
5,208
+882
| +20% | +$386K | 0.03% | 359 |
|
|
2020
Q3 | $1.58M | Buy |
4,326
+786
| +22% | +$286K | 0.03% | 388 |
|
|
2020
Q2 | $1.12M | Buy |
3,540
+1,375
| +64% | +$434K | 0.02% | 443 |
|
|
2020
Q1 | $513K | Sell |
2,165
-432
| -17% | -$102K | 0.02% | 476 |
|
|
2019
Q4 | $821K | Buy |
2,597
+1,775
| +216% | +$561K | 0.03% | 427 |
|
|
2019
Q3 | $227K | Sell |
822
-1,252
| -60% | -$346K | 0.01% | 653 |
|
|
2019
Q2 | $597K | Sell |
2,074
-1,932
| -48% | -$556K | 0.03% | 331 |
|
|
2019
Q1 | $1.21M | Buy |
4,006
+2,552
| +176% | +$768K | 0.07% | 226 |
|
|
2018
Q4 | $370K | Buy |
+1,454
| New | +$370K | 0.05% | 381 |
|
|
2018
Q3 | – | Sell |
-1,074
| Closed | -$261K | – | 557 |
|
|
2018
Q2 | $261K | Buy |
+1,074
| New | +$261K | 0.02% | 403 |
|
|
2017
Q2 | – | Sell |
-1,139
| Closed | -$249K | – | 411 |
|
|
2017
Q1 | $249K | Buy |
+1,139
| New | +$249K | 0.04% | 328 |
|